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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,859
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$10.9M
3
+$9.41M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.93M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.85M

Top Sells

1
+$20.5M
2
+$15.4M
3
+$13.5M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$12.6M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$9.09M

Sector Composition

1 Technology 9.93%
2 Healthcare 5.35%
3 Consumer Staples 5.05%
4 Financials 4.89%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$1K ﹤0.01%
8
2352
$1K ﹤0.01%
35
+11
2353
$1K ﹤0.01%
27
-36
2354
$1K ﹤0.01%
165
-7
2355
$1K ﹤0.01%
44
+1
2356
$1K ﹤0.01%
19
2357
$1K ﹤0.01%
319
2358
$1K ﹤0.01%
16
2359
$1K ﹤0.01%
94
2360
$1K ﹤0.01%
27
-38
2361
$1K ﹤0.01%
216
-5
2362
$1K ﹤0.01%
54
-6
2363
$1K ﹤0.01%
38
2364
$1K ﹤0.01%
122
2365
$1K ﹤0.01%
21
-92
2366
$1K ﹤0.01%
7
2367
$1K ﹤0.01%
+12
2368
$1K ﹤0.01%
162
+17
2369
$1K ﹤0.01%
+64
2370
$1K ﹤0.01%
100
-475
2371
$1K ﹤0.01%
24
2372
$1K ﹤0.01%
112
2373
$1K ﹤0.01%
105
2374
$1K ﹤0.01%
10
-39
2375
$1K ﹤0.01%
10
93 94
95
96 97